Core Viewpoint - The A-share market is experiencing high volatility, yet institutional interest in listed companies remains strong, particularly in popular sectors such as mechanical, electronic, automotive, and basic chemicals [1][2]. Group 1: Institutional Research and Company Focus - Over 520 listed companies have been researched by institutions since December, with Zhongke Shuguang and Haiguang Information being the most notable, each receiving 341 institutional visits [2]. - Zhongke Shuguang aims to integrate the domestic computing power industry chain, focusing on a full-stack layout from chips to software [2]. - Haiguang Information emphasizes independent market operations and professional development despite the failed merger, aiming for collaborative development across the computing service chain [2]. Group 2: Sector Investment Opportunities - The mechanical industry leads institutional interest with 72 companies, followed by electronics with 62, and automotive, basic chemicals, pharmaceuticals, and power equipment each having over 30 companies researched [4]. - The humanoid robot sector is highlighted as a key investment opportunity, with expectations for mass application starting in 2025 [4]. Group 3: Commercial Aerospace and Technology - Chaojie Co. has seen a 53.21% increase in stock price since December, driven by its commercial aerospace business, which is expected to achieve stable small-batch deliveries by 2025 [3]. - The successful test flight of the reusable Zhuque-3 rocket marks a significant turning point for the commercial aerospace sector, potentially resolving capacity issues and enhancing satellite networking capabilities [5]. Group 4: AI Hardware and Supply Chain - The AI hardware sector is gaining attention, particularly the TPU supply chain, with a focus on light modules, PCBs, OCS, and optical fiber suppliers [6]. - There is an anticipated shortage of optical communication chips and rising storage prices, creating investment opportunities for domestic storage manufacturers [6].
12月以来逾520家公司获机构调研 商业航天等热门板块关注度高
Zhong Guo Zheng Quan Bao·2025-12-15 21:02